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Recruit and Organize
Recruit and Organize
Learn about Gatherings, Events, and Assignment Schedules.
27 articles in this collection
Written by
Amanda
Background Checks
Background Checks
Learn how to run US background checks with Checkr and keep track of status in Timecounts.
Written by
Amanda
Updated over a week ago
Opportunities Overview
Understanding the Difference Between a Gathering and an Event
Learn when to use a gathering vs an event when scheduling volunteers.
Written by
Amanda
Updated over a week ago
Understanding the Difference Between Event Roles and Assignments
Learn why there are two types of Roles and how they work with scheduling.
Written by
Amanda
Updated over a week ago
Setting Activity Privacy and Permissions
How to change who can see and sign up for activities.
Written by
Amanda
Updated over a week ago
Duplicating Events and Gatherings, Extending Assignment Schedules
Learn how to create ongoing schedules and duplicate events to save time when adding new schedules.
Written by
Amanda
Updated over a week ago
Publishing a Schedule with Repeating Shifts
How to create shifts that repeat every day, week or set a custom repeating pattern for event and assignment schedules.
Written by
Amanda
Updated over a week ago
Gatherings
Managing signups for gatherings
Written by
Amanda
Updated over a week ago
Events
Creating an Event Application
Learn how to design an event application.
Written by
Amanda
Updated over a week ago
Creating an Event Schedule
Learn how to build an event schedule with shifts, roles, and locations.
Written by
Amanda
Updated over a week ago
Managing an Event
Learn how to review incoming applications and shift requests.
Written by
Amanda
Updated over a week ago
Inviting People to an Event
How to share your event and invite volunteers to signup.
Written by
Amanda
Updated over a week ago
Scheduling an Event Without Publishing a Signup Page
Learn how to keep an event private and assign volunteers to shifts.
Written by
Amanda
Updated over a week ago
Publishing and Changing the Status of an Event
Learn how to publish, cancel, or delete an event.
Written by
Amanda
Updated over a week ago
Assignments
Introduction to Assignments
Learn how to create and design an assignment application.
Written by
Amanda
Updated over a week ago
Opening and Closing Assignment Applications
Learn how to open assignment applications so they are available for signups.
Written by
Amanda
Updated over a week ago
Qualifying People for Assignments
Learn about managing the assignment pipeline to qualify and unqualify volunteers.
Written by
Amanda
Updated over a week ago
Schedules for Assignments
Creating an Assignment Schedule
Written by
Amanda
Updated over a week ago
Managing an Assignment Schedule
Written by
Amanda
Updated over a week ago
Scheduling 101
Understanding the Schedule Views and Filtering
How to filter the schedule by role, status, location and switch calendar views.
Written by
Amanda
Updated over a week ago
Schedule FAQs
Frequently asked questions when scheduling.
Written by
Amanda
Updated over a week ago
Optional Reference
How and when to use the Optional Reference field when creating a new shift.
Written by
Amanda
Updated over a week ago
Set a Cutoff Time for Volunteers to Cancel
Customize Your Cancellation Limits.
Written by
Amanda
Updated over a week ago
How to Limit the Number of Volunteers
Learn how to set a minimum and maximum for shifts and events.
Written by
Amanda
Updated over a week ago
Editing Shift Details
Learn how to edit and change a shift within the schedule.
Written by
Amanda
Updated over a week ago
Cancelling Shifts
Learn how to cancel or remove a shift from a schedule.
Written by
Amanda
Updated over a week ago
Waitlisting Shifts
Learn about setting waitlist preferences in a shift and how to add or remove a volunteer from the waitlist.
Written by
Amanda
Updated over a week ago
Deleting Shifts, Roles, and Locations
How to delete shifts, roles, and locations within a schedule.
Written by
Amanda
Updated over a week ago